+228.5%
GDXJ vs IP
+31.6%
+196.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.9% | +2.0% | +4.4% |
| 7D | +16.4% | -3.0% | +19.4% | +17.0% |
| 30D | -1.2% | +10.6% | -11.8% | -3.1% |
| 3M | -3.9% | -13.6% | +9.7% | -1.5% |
| 6M | -10.2% | +10.4% | -20.6% | -11.8% |
| YTD | -0.6% | -6.5% | +5.9% | -0.3% |
| 1Y | +24.3% | -2.1% | +26.5% | +23.8% |
| 3Y | +257.4% | +22.0% | +235.4% | +231.1% |
| 5Y | +166.5% | -9.7% | +176.2% | +156.4% |
| 10Y | +228.5% | +26.8% | +201.7% | +152.8% |
| All | +228.5% | +31.6% | +196.9% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling